Record and transcribe in-person meetings

The nature of our business means that the majority of our meetings are held in-person. The sales team have expressed frustration in the amount of manual work involved with logging a meeting to HubSpot. From sending the meeting invite, to taking notes while at the meeting, and then logging these notes into Hubspot when back at the office.

It would be ideal if the app had an option where they could open up the meeting record and click “record” to take a live voice recording of the meeting and produce a transcript, which they could then review when back in the office.

This would not only save a lot of time and manual labour, but would help ensure they don’t miss anything during the meeting.

Hello! My name is Hallie, and I’m a Program Manager on the CXM Team. I’m excited to share there is a public beta for this feature called “In-Person Meeting Notetaker [iOS only]”! You can read more about it and opt into it from this page here. Please note it is only available for Sales Professional & Enterprise accounts, and on iOS at this time. Also, make sure your HubSpot app is up to date to use the beta! Please leave feedback as you use it so our product team can continue to make improvements to the feature. :slightly_smiling_face: